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HILLTOP FINANCIAL ADVISORS
HILLTOP FINANCIAL ADVISORS, LLC
CRD 274030
9000 W CHESTER ST, SUITE 100, MILWAUKEE, WI, 53214, United States
Phone
414-856-7100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEES
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $11.8M |
| High net worth individuals | 7 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD